See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,184 | $49,177-65.1% | $79,464-78.4% | $64,186-73.2% |
| Participation rate | 46.9% | 65.0%-18.1pp | 73.3%-26.4pp | 69.6%-22.7pp |
| Annual return | -8.61% | -1.16%-7.4pp | 718.14%-726.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $860 | $2,821-69.5% | $3,704-76.8% | $3,470-75.2% |
| Admin fee / account holder | $781 | $3,839-79.6% | $5,113-84.7% | $4,888-84.0% |